Internal admin portal

Staging-only CRM data, no production systems connected

Internal admin

CRM overview

Separate staging-only operator shell for lead triage, pipeline movement, notes, and launch readiness.

Review leads
Mock modeInternal admin is staging-only and fixture-backed here. No CRM, production data, billing, email, AWS, or DNS systems are connected.
Open leads
4
+2
mock records this week
Demo stage
1
steady
active opportunity
Proposal seats
31
+31
not forecast data
Manual notes
3
+1
staging-only activity

Lead triage

Internal-only mock lead records.

Pipeline
CompanyStageOwnerLast touch
Riverstone HR
Priya Shah		NewAaronToday
Northstar Lettings
Sarah Miller		DiscoveryAaronToday
Bay & Co
Michael Grant		DemoAimeeYesterday
Harper People
Nina Harper		ProposalAaron2 days ago
Lane Accountancy
Owen Lane		WonAimeeLast week

Operator tasks

Mock follow-ups for internal launch work.

Call Riverstone HRQualify HR pack timing and manager approval requirements.
Aaron - Today
Send Bay & Co recapInclude branch reporting mock screenshots after polish review.
Aimee - Tomorrow
Review proposal copyKeep pricing language mock-only until billing work starts.
Aaron - Friday

Pipeline

Stage columns with mock opportunities.

New

1
Riverstone HROpen
Priya Shah
18 seatsAaron
Contact form - Today

Discovery

1
Northstar LettingsOpen
Sarah Miller
14 seatsAaron
Book a call - Today

Demo

1
Bay & CoOpen
Michael Grant
22 seatsAimee
Referral - Yesterday

Proposal

1
Harper PeopleOpen
Nina Harper
31 seatsAaron
Website - 2 days ago

Recent notes

Internal activity remains fixture-only.

Demo notes

Low

Interested in approvals, branch reporting, and HR pack timing.

Aimee - Yesterday

Proposal follow-up

Low

Asked for annual pricing with manager approvals included.

Aaron - 2 days ago

Internal reminder

Low

Keep this admin shell staging-only until production auth is designed.

Aaron - Today